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Vanguard Total Bond Market

1,423 hedge funds and large institutions have $61.9B invested in Vanguard Total Bond Market in 2024 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 685 increasing their positions, 482 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $4.71M | Put options by funds: $2.13M

42% more repeat investments, than reductions

Existing positions increased: 685 | Existing positions reduced: 482

0% more funds holding in top 10

Funds holding in top 10: 239240 (+1)

1% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 124

2% less funds holding

Funds holding: 1,4461,423 (-23)

6% less capital invested

Capital invested by funds: $65.6B → $61.9B (-$3.71B)

8.52% less ownership

Funds ownership: 67.11%58.59% (-8.5%)

Holders
1,423
Holders Change
-23
Holders Change %
-1.59%
% of All Funds
20.5%
Holding in Top 10
240
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.42%
% of All Funds
3.46%
New
123
Increased
685
Reduced
482
Closed
124
Calls
$4.71M
Puts
$2.13M
Net Calls
+$2.58M
Net Calls Change
+$365K
Name Holding Trade Value Shares
Change
Change in
Stake
UF
1451
Univest Financial
Pennsylvania
-$2.45M -33,378 Closed
OWMIAS
1452
One Wealth Management Investment & Advisory Services
Florida
-$2.43M -33,065 Closed
Susquehanna International Group
1453
Susquehanna International Group
Pennsylvania
-$2.01M -27,659 Closed
CWA
1454
Canvas Wealth Advisors
Kansas
-$1.7M -23,124 Closed
LAS
1455
Lloyd Advisory Services
Georgia
-$1.51M -20,539 Closed
ASFA
1456
All Season Financial Advisors
Colorado
-$1.2M -16,324 Closed
ARC
1457
Advisor Resource Council
Texas
-$1.02M -13,904 Closed
SAS
1458
SMI Advisory Services
Indiana
-$933K -12,729 Closed
SC
1459
Syon Capital
California
-$921K -12,518 Closed
ITB
1460
Idaho Trust Bank
Idaho
-$880K -11,971 Closed
JF
1461
Jump Financial
Illinois
-$783K -10,646 Closed
GBWM
1462
Granite Bay Wealth Management
New Hampshire
-$747K -10,584 Closed
SGWM
1463
Sterling Group Wealth Management
California
-$707K -9,614 Closed
MWM
1464
Moulton Wealth Management
Washington
-$657K -8,996 Closed
Tudor Investment Corp
1465
Tudor Investment Corp
Connecticut
-$636K -8,651 Closed
CGFA
1466
Colton Groome Financial Advisors
North Carolina
-$570K -7,752 Closed
VFG
1467
Victory Financial Group
Texas
-$565K -7,686 Closed
TFM
1468
Trademark Financial Management
Minnesota
-$552K -7,505 Closed
Walleye Trading
1469
Walleye Trading
New York
-$546K -7,421 Closed
WJWM
1470
Williams Jones Wealth Management
New York
-$417K -5,664 Closed
RA
1471
Riversedge Advisors
Delaware
-$374K -5,083 Closed
SGI
1472
Summit Global Investments
Utah
-$372K -5,057 Closed
HWA
1473
Hillcrest Wealth Advisors
New Jersey
-$371K -5,047 Closed
CPIA
1474
Cornell Pochily Investment Advisors
New York
-$364K -4,953 Closed
EGWAG
1475
Elwood & Goetz Wealth Advisory Group
Georgia
-$364K -4,943 Closed

BND Hedge Fund Activity: Q1 2024 in Review

1,423 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q1 2024, worth a combined $61.9B — down 5.7% from $65.6B a quarter earlier.

Sellers outnumbered buyers: 124 funds closed out of BND and 123 opened new positions — a net loss of 1 holder — while 482 trimmed existing stakes and 685 added.

The largest buyer was Creative Planning, adding an estimated $1.06B. The largest seller was Morgan Stanley, cutting an estimated $5.69B.

  • 1,423 institutional investors held Vanguard Total Bond Market (BND) as of Q1 2024, down from 1,446 in Q4 2023.
  • Funds reported $61.9B of Vanguard Total Bond Market stock for Q1 2024, down 5.7% quarter-over-quarter.
  • 123 funds opened new Vanguard Total Bond Market positions in Q1 2024 and 124 closed out, a net change of -1 holder.
  • The largest Vanguard Total Bond Market buyer in Q1 2024 was Creative Planning, an estimated $1.06B added.
  • The largest Vanguard Total Bond Market seller in Q1 2024 was Morgan Stanley, an estimated $5.69B sold.

Based on aggregated 13F filings for Q1 2024.